CLS Stock Recent News

Celestica (CLS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

A growing proliferation of AI-based applications and generative AI tools across industries presents robust growth opportunities for Celestica.

Celestica Inc. delivered a blowout Q2 FY25, with a higher-than-usual revenue beat-and-raise. Management's FY25 outlook seems conservative and capex trends by hyperscalers can fuel a continued growth bonanza well into FY26. Celestica's Enterprise sub-segment which until now has been a drag on revenues is expected to see a growth inflection over the next few quarters. The higher-margin hardware platform solutions business continues to outgrow other segments, driving structural margin expansion every quarter. There are no signs of this stopping just yet.

Amazon reports Q2 2025 earnings on July 31, aiming to beat expectations for the 10th straight quarter amid strong tech sector results. While Amazon is best known for its e-commerce business, the company is increasingly reshaping the AI sector through AWS and investments in the industry. Celestica, a key AI infrastructure partner to AWS, posted its largest quarterly beat in two years and raised 2025 revenue and EPS guidance, surging 10% in the post-market.

TORONTO, July 30, 2025 (GLOBE NEWSWIRE) -- Celestica Inc. (TSX: CLS) (NYSE: CLS), a leader in design, manufacturing, hardware platform and supply chain solutions for the world's most innovative companies is pleased to announce the appointment of Chris Colpitts to its Board of Directors.

Celestica Inc. (NYSE:CLS ) Q2 2025 Earnings Conference Call July 29, 2025 8:00 AM ET Company Participants Mandeep Chawla - Chief Financial Officer Matthew P. - Corporate Participant Robert Andrew Mionis - President, CEO & Director Conference Call Participants Atif Malik - Citigroup Inc., Research Division David Vogt - UBS Investment Bank, Research Division Karl Ackerman - BNP Paribas Exane, Research Division Paul Michael Treiber - RBC Capital Markets, Research Division Robert Young - Canaccord Genuity Corp., Research Division Ruben Roy - Stifel, Nicolaus & Company, Incorporated, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Thanos Moschopoulos - BMO Capital Markets Equity Research Todd Adair Coupland - CIBC Capital Markets, Research Division Operator Ladies and gentlemen, thank you for joining us, and welcome to the Celestica Q2 2025 Financial Results and Conference Call.

Celestica (CLS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Does Celestica (CLS) have what it takes to be a top stock pick for momentum investors? Let's find out.

AI-driven CapEx surges from big tech are fueling Celestica Inc.'s explosive growth, with a stellar beat-and-raise quarter driving the stock to new highs. Celestica's CCS segment is thriving due to robust hyperscaler demand and high-speed interconnectivity ramp-ups. Valuation is now extremely stretched, with CLS trading at over 24x forward EBITDA amidst significant customer concentration risk, warranting caution.

CLS tops Q2 estimates with 21% revenue growth and raises 2025 guidance, fueled by CCS demand and free cash flow strength.